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4 results found

  1. I would like to be able to set the same supplier rules for several suppliers at once.

    230 votes

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    37 comments  ·  Rules  ·  Admin →

    Hi,


    Thanks to your feedback we have made improvements to bulk editing suppliers and also added the ability to bulk edit customers.


    You can now bulk edit the following fields for suppliers:

    • Category
    • Product
    • Customer
    • Project
    • Currency
    • Tax rate
    • Payment method
    • Publish to


    The following fields have now been made available to bulk edit for customers:

    • Project
    • Currency
    • Product


    Thanks again for taking the time to leave this valuable feedback.


    Kind regards,

    The Dext Product team

  2. Ability to save which user has to approve another user's Expense Reports. Something like setting rules for that. We don't want to select it each time.

    6 votes

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    0 comments  ·  Rules  ·  Admin →

    Hi there,


    Enhanced approvals for expense claims were released a couple of weeks ago 🎉.


    In this new version, you can set up to five sequential stages of approvers and each person will be emailed when it's their turn to approve.


    If you're an admin, go to settings to set up an approval workflow for expense claims.  


    More information can be found here https://help.dext.com/en/s/article/expense-claims-approvals


    Enjoy

    Anna


  3. Ability to set a supplier rule for rebilling expenses to customers.

    17 votes

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    6 comments  ·  Rules  ·  Admin →

    Hi,


    Thanks for your feedback! We've now implemented the ability to choose rebilling as a supplier rule for integrations that support rebilling.


    Thanks again for taking the time to leave valuable feedback and helping us to make Dext better.


    Kind regards,

    The Dext Product Team

  4. Currently a user can only set a rules for 10 line items when using Smart Split however I've found that this limitation prevents me from using it for several key suppliers.

    30 votes

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    1 comment  ·  Rules  ·  Admin →

    Hey everyone,


    Thanks for helping us improve the product—we really appreciate your feedback!


    We’re excited to share that you can now add up to 50 lines for Smart Split rules, giving you greater flexibility and control.


    All the best,

    The Dext Product Team

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